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Paychex

Name Holding Trade Value Shares
Change
Change in
Stake
WG
1301
Wealth Group
North Carolina
$201K -$31.2K -246 -14%
FSA
1302
Franklin Street Advisors
North Carolina
$201K +$190K +1,498 New
PTC
1303
Philadelphia Trust Company
Pennsylvania
$201K +$190K +1,500 New
MCAI
1304
Members Capital Advisors Inc
Wisconsin
$201K – – –
QFA
1305
Quantum Financial Advisors
California
$201K +$190K +1,497 New
AFS
1306
Axiom Financial Strategies
Indiana
$200K +$190K +1,494 New
TFM
1307
TFC Financial Management
Massachusetts
$199K – – –
AFWM
1308
Abich Financial Wealth Management
Virginia
$199K +$34.5K +272 +22%
WTA
1309
Washington Trust Advisors
Massachusetts
$197K -$29.2K -230 -14%
OBWP
1310
O'Brien Wealth Partners
Massachusetts
$195K – – –
Smithfield Trust
1311
Smithfield Trust
Pennsylvania
$194K – – –
JIP
1312
Jaffetilchin Investment Partners
Florida
$192K +$182K +1,434 New
CAL
1313
Capital Advisors Ltd
Ohio
$192K – – –
DSC
1314
Duncker Streett & Co
Missouri
$191K +$635 +5 +0.4%
CFO
1315
CVA Family Office
Colorado
$186K +$9.4K +74 +6%
CFD
1316
Creative Financial Designs
Indiana
$186K -$1.91K -15 -1%
GA
1317
GoalVest Advisory
New York
$181K – – –
EPW
1318
Evergreen Private Wealth
Colorado
$177K +$1.14K +9 +0.7%
OSNBOA
1319
Old Second National Bank of Aurora
Illinois
$170K -$1.91K -15 -1%
BCM
1320
Blume Capital Management
California
$170K – – –
FCA
1321
FinTrust Capital Advisors
South Carolina
$168K – – –
GAG
1322
Goodman Advisory Group
Massachusetts
$166K – – –
Smartleaf Asset Management
1323
Smartleaf Asset Management
Massachusetts
$166K +$61.1K +481 +62%
MHR
1324
Matthew Hamilton Rosenberg
$166K – – –
VAG
1325
VisionPoint Advisory Group
Texas
$164K +$36.2K +285 +31%